Private Pension Plans--Summary by Type of Plan: 1975 to 2004

Added By Infochimps

The Statistical Abstract files are distributed by the US Census Department as Microsoft Excel files. These files have data mixed with notes and references, multiple tables per sheet, and, worst of all, the table headers are not easily matched to their rows and columns.

A few files had extraneous characters in the title. These were corrected to be consistent. A few files have a sheet of crufty gibberish in the first slot. The sheet order was shuffled but no data were changed.

The tables that were changed (this is table 535):

0166 0257 0362 0429 0445 0446 0459 0461 0462 0464 0465 0466 0467
0469 0479 0480 0481 0482 0483 0484 0485 0486 0487 0559 0628 0629
1144 1227 1231

This dataset consists of a table of 34 rows and 29 columns.

311.1 represents 311,100. “Pension plan” is defined by the Employee Retirement Income Security Act (ERISA) as “any plan, fund, or program which was heretofore or is hereafter established or maintained by an employer or an employee organization, or by both, to the extent that such plan (a) provides retirement income to employees, or (b) results in a deferral of income by employees for periods extending to the termination of covered employment or beyond, regardless of the method of calculating the contributions made to the plan, the method of calculating the benefits under the plan, or the method of distributing benefits from the plan.” A defined benefit plan provides a definite benefit formula for calculating benefit amounts – such as a flat amount per year of service or a percentage of salary times years of service. A defined contribution plan is a pension plan in which the contributions are made to an individual account for each employee. The retirement benefit is dependent upon the account balance at retirement. The balance depends upon amounts contributed, investment experience, and, in the case of profit sharing plans, amounts which may be allocated to the account due to forfeitures by terminating employees. Employee Stock Ownership Plans (ESOP) and 401(k) plans are included among defined contribution plans. Data are based on Form 5500 series reports filed with the Department of Labor.


  1. Excludes all plans covering only one participant.
  2. Includes active, retired, and separated vested participants not yet in pay status. Also includes double
    counting of workers in more than one plan.
  3. Includes any workers currently in employment covered by a plan and who are
    earning or retaining credited service under a plan.
    Also includes any nonvested former employees who have not yet
    incurred breaks in service.
  4. Asset amounts shown exclude funds held by life insurance companies under allocated
    group insurance contracts for payment of retirement benefits. These excluded funds make
    up roughly 10 to 15 percent of total private fund assets.
  5. Includes both employer and employee contributions.
  6. Includes benefits paid directly from trust and premium payments made from
    plans to insurance carriers.
    Excludes benefits paid directly by insurance carriers.


Public Domain (Government Work)

This dataset was prepared by the government and is therefore in the public domain. There are no restrictions upon its use.